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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,660 | $126,661-89.2% | $113,397-88.0% | $138,895-90.2% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.5%-39.0pp | 79.9%-42.4pp |
| Annual return | 17.37% | 25.05%-7.7pp | 23.20%-5.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,298 | $5,693-59.6% | $5,076-54.7% | $6,396-64.1% |
| Admin fee / account holder | $1,458 | $14,549-90.0% | $11,957-87.8% | $12,562-88.4% |